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Mariner Independent Advisor Network’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Mariner Independent Advisor Network’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$374K Buy
20,103
+5,350
+36% +$110K 0.02% 504
2022
Q2 		$304K Buy
14,753
+2,276
+18% +$48.8K 0.01% 515
2022
Q1 		$272K Buy
12,477
+2,092
+20% +$44.8K 0.01% 491
2021
Q4 		$220K Sell
10,385
-1,185
-10% -$24.3K 0.01% 444
2021
Q3 		$229K Buy
+11,570
New +$234K 0.01% 456

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Mariner Independent Advisor Network's PEY Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 36% in Q3 2022, buying an estimated $110K and bringing the position to 20,103 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #504.

Mariner Independent Advisor Network first reported a position in PEY in Q3 2021 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold PEY as of Q3 2022.

  • Mariner Independent Advisor Network held 20,103 shares of Invesco High Yield Equity Dividend Achievers ETF worth $374K as of Q3 2022.
  • Mariner Independent Advisor Network bought 5,350 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2022, an estimated $110K.
  • Invesco High Yield Equity Dividend Achievers ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #504 holding.
  • Mariner Independent Advisor Network first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2021 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.